Leave all your accounting chores to us. By putting your accounting and taxes in the hands of our professionals, you can focus on managing and improving the productivity of your business while generating more income.   Complete Accounting Services  NetClient Whether you're busy running your business, or running to keep up with a busy schedule, time is one of your most valuable assets.  Your personal, private NetClient portal provides you with 24/7 access to your accounting and financial information on line and anywhere you have an Internet connection. You maintain your checkbook on-line and can even generate billing invoices for your customers or print employee paychecks. We review your transactions and assist you with any bookkeeping issues. Click here to learn more about NetClient   In-House Bookkeeping Services Our quality staff can assist you with all areas of the bookkeeping process. We offer monthly, quarterly and/or annual bookkeeping services. Clients usually bring us their records (checkbooks, bank statements, credit card statements, etc) and we record the transactions. We prepare sales tax, payroll tax and other business reports as needed. Quick Books Training and Advisory Services Quick Books allows you to do some of your own bookkeeping and manage your finances. We can assist you in the installation and set-up of your books. Clients usually send us their monthly or quarterly  records and we review the transactions for proper classification and record additional items as needed. The records are then imported into our software system for tax planning and eventual tax return preparation. Let us help you with all your Quick Books needs.  Payroll Services We prepare payroll checks that are ready to sign, make required payroll tax deposits and prepare payroll tax returns. Paychecks can be direct deposited and all taxes filed and paid on-line. You can concentrate on running your business and leave the payroll tasks to us. No more worries about payroll tax penalties. Our fees are reasonable and competitive with the national firms. In addition many clients find that they save money on their bookkeeping services since we don't have to re-enter the information again from your records.  Business Financing Financing for your new or existing business can be a confusing process. Let our firm assist you in preparing financial statements and/or developing a business plan that will allow you to obtain needed financing. We can help you with conventional or SBA loan applications. Start up and Business Entity Planning Choosing the form of entity for your business is a crucial decision that can have long standing tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business operations for your company.   Benchmarking Would you like to know where you stand compared to the competition?  Compare your business performance to others in your industry so you can identify and implement improvements to meet goals and beat your competition.

Tax Planning and Return Preparation Services Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide them with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.   Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation. Items to bring to your Tax Interview W-2's from work; 1099's and 1098's from banks, mortgage companies, credit unions and brokerage companies; K-1's from investments and business ownership;  revenue, expenses and closing statements for rental properties;  summary of charitable contributions (both cash and non-cash); amount paid for real estate and personal property tax; summary of job related expenses and medical expenses; settlement statements from property sales and purchases. Feel free to call us and ask for a tax organizer. Don't hesitate to skip the interview process by dropping off or mailing in your tax information, and having us call you to do the interview by phone.    Burlington Office Twin Lakes Office 340 Bridge Street  (Hwy 83) 120 S. Lake Avenue Burlington, WI 53105 Twin Lakes, WI 53181 Phone (262) 763-5556  Fax (262) 763-8090 Map to Burlington Office Please Contact our Burlington Office for further information Map to Twin Lakes Office